Eighteen years in data and financial services, the last decade inside banks and credit unions. Writing about the part nobody scopes: the human one.
Most institutions chase the shiny AI object and miss the real opportunity sitting in the unglamorous middle layer.
I have led data transformations at organizations with fifteen thousand people and at companies with fifty. The technology is never the hard part. The hard part is trust: getting lending to believe the same number marketing uses, convincing leadership that being data-driven sometimes means being wrong out loud.
I write for the people who actually run these institutions. Not the vendors selling the deck, not the consultants who have never sat with a loan officer who does not trust the model. The operators. The ones who can build the better way, if they stop calling their own expertise “adjacent.”
“The credit unions that survive won’t be the ones with the fanciest algorithms. They’ll be the ones who use AI to be more human, not less.”
Keynotes, panels, and conference sessions on data and AI leadership, financial democracy, and the future of cooperative banking.
Invite me to speak →Practitioner-led guidance for banks and credit unions building data and AI capability with small teams and real constraints.
Start a conversation →Reader, fellow practitioner, or just want to compare notes on the cooperative model? I’d like to hear from you.
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